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Company: CI Financial Corp.

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Close up of businessman hands making handshake - greeting, dealing, merger and acquisition concepts

Deal for Segall Bryant & Hamill will double the size of CI's U.S. business

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Couple founded robo-advisor WealthBar in 2014

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The deal for the Dallas-based RIA with US$4.7B in assets is CI's biggest in the U.S. so far

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Total wealth management assets reached a record level in the quarter

  • By: IE Staff
  • November 12, 2020 December 15, 2020
  • 12:48
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Latest RIA acquisition adds US$2.7 billion in assets to CI’s wealth management business

  • By: IE Staff
  • November 11, 2020 November 11, 2020
  • 10:05
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CEO Kurt MacAlpine says the move will enhance collaboration across CI’s investment organization

  • By: IE Staff
  • November 10, 2020 November 10, 2020
  • 12:51
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CEO says listing common shares on the NYSE “makes sense,” given CI’s rapid growth in the U.S.

  • By: IE Staff
  • November 5, 2020 November 5, 2020
  • 15:00
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Cincinnati-based RIA has US$450 million in AUM

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Redemptions were down in a quarter that saw CI acquire ownership stakes in two U.S. RIAs

Firm has $10 billion in assets, over 200 advisors